Bullboard Post History

by seatleslim

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T.PLS	RE:Selling appears exhausted! We will only know in the rear view mirror, but much lower would border on... November 27, 2015
T.PLS	RE:RE:RE:RE:New Low I think the price to sales ration is relevant and a good point, but needs to... November 26, 2015
T.PLS	RE:RE:New Low Current valuation doesn't make much sense to me. Lumpy quarters were... November 25, 2015
T.PLS	RE:RE:More on Redwood City http://www.smdailyjournal.com/articles/lnews/2015-07-10/port-plans-to-deepen... November 13, 2015
T.PLS	RE:More on Redwood City Sorry meant to paste link November 13, 2015
T.PLS	More on Redwood City And then there is this dated this past July: The Corps spending over $70mm to... November 13, 2015
T.PLS	This seems to make CX intentions clear enough; dated 8/2015 http://www.redwoodcityport.com/p7iq/html/Initial_Study_Wharves_1__2... November 13, 2015
T.PLS	Change orders on Gerald Desmond bridge. http://www.presstelegram.com/business/20150917/long-beach-port-oks-3-million... November 12, 2015
T.PLS	Carson stadium proposal http://www.latimes.com/sports/nfl/la-sp-sn-nfl-carson-bob-iger-disney... November 11, 2015
T.PLS	RE:RE:RE:RE:Sandbrook comments on NoCal markets I don't see it like that but who knows. I don't believe there is much... November 10, 2015
T.PLS	RE:US Concrete Q3 - aggregate pricing +12.5% What is interesting to me is that US Concrete has a vertically integrated... November 5, 2015
T.PLS	RE:RE:Intrinsic Value of Reserves - someone asked. One last comment. As aggman touches on, there are variables around the rules... November 1, 2015
T.PLS	RE:Intrinsic Value of Reserves - someone asked. Aggman, great post -- the heart of the matter. I am very clumsy at operating... November 1, 2015
T.PLS	RE:Intrinsic Value of Reserves - someone asked. What this slide says, our strength in numbers slides, is it says one thing to... November 1, 2015
T.PLS	RE:Intrinsic Value of Reserves - someone asked. And if you hear today listening to us and listening to others, the primary... November 1, 2015
T.PLS	RE:Lead up to earnings FWIW I'm guessing that they did 775-810 tons in the quarter, a recovery... October 29, 2015
T.PLS	RE:Still down today Agreed. Hopefully the "news" is simply that the margin improvement... October 2, 2015
T.PLS	RE:q3 - q4 on point and as articulate as ever. Valuation is down to $100mm USD net of... October 2, 2015
T.PLS	Mitsubishi http://asia.nikkei.com/Business/Companies/Mitsubishi-Materials-set-to-expand... September 15, 2015
T.PLS	RE:Valuation A $5 margin would be great. Note that VMC is already reporting a gross margin... September 9, 2015

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Bullboard Post History

by seatleslim

RE:Selling appears exhausted!

RE:RE:RE:RE:New Low

RE:RE:New Low

RE:RE:More on Redwood City

RE:More on Redwood City

More on Redwood City

This seems to make CX intentions clear enough; dated 8/2015

Change orders on Gerald Desmond bridge.

Carson stadium proposal

RE:RE:RE:RE:Sandbrook comments on NoCal markets

RE:US Concrete Q3 - aggregate pricing +12.5%

RE:RE:Intrinsic Value of Reserves - someone asked.

RE:Intrinsic Value of Reserves - someone asked.

RE:Intrinsic Value of Reserves - someone asked.

RE:Intrinsic Value of Reserves - someone asked.

RE:Lead up to earnings

RE:Still down today

RE:q3 - q4

Mitsubishi

RE:Valuation

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Bullboard Post History

by seatleslim

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